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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,219 | $42,909+198.8% | $60,906+110.5% | $68,486+87.2% |
| Participation rate | 44.0% | 66.8%-22.8pp | 73.1%-29.1pp | 67.9%-23.9pp |
| Annual return | -14.63% | -13.99%-0.6pp | 16.94%-31.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $1,157 | $1,979-41.5% | $2,703-57.2% | $2,597-55.4% |
| Participant deferral / active EE | $2,807 | $2,866-2.1% | $3,814-26.4% | $4,028-30.3% |
| Admin fee / account holder | $7,822 | $3,104+152.0% | $3,227+142.4% | $5,404+44.8% |